WHERE DO I GO TO ADD INFORMATION ON A FORM TO PRE-POPULATE FOR ME?

Streamline Onboarding: Pre-Populate Forms

Pre-populating forms with essential information saves time, minimizes errors, and enhances the overall onboarding experience.

To establish pre-populated information and avoid redundancy when creating an employee/user account or when approving individual forms in the system, follow these steps:

Step 1: Access the Administrator Dashboard

  • Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.

Step 2: Navigate to Pre-Populate Forms

  • From the Administrator dashboard, locate the Forms menu at the top of the page and click on it. In the dropdown list, select Pre-Populate Forms.

  • By default, the option "Company Wide" is selected. This indicates that the pre-populated information will apply to the entire company.

Step 3: Select a Form

  • To select an individual form to pre-populate, click on the "Choose a Form" dropdown menu. Here, you can select the form you wish to pre-populate.

  • If the questions asked when creating a new employee account need to be setup with pre-populated information, all questions at this point in the onboarding process are listed under -2 - Front End Questions.

Step 4: Saved as you Go

  • As you navigate through setting up pre-populated information, the system automatically saves your progress as you go.

Step 5: Confirm Changes

  • After adding information to the Pre-Populate Forms page, either refresh your page or log out and back into the system. From the Administrator dashboard, locate the Forms menu at the top of the page and click on it. In the dropdown list, select Pre-Populate Forms.

  • Again, select the form. Scroll to the fields that had information entered and ensure the proper information is reflected.

Benefits of Pre-Populated Forms

Relevance and Personalization

  • By pre-populating forms, you provide employees with information that is directly relevant to them. This personalization boosts engagement and ensures that the information collected is accurate and meaningful.

Savings in Time and Effort

  • Tailoring pre-populated information eliminates the need for employees to sift through irrelevant data. This not only saves time but also reduces the risk of errors caused by inputting incorrect information.

Compliance and Consistency

  • Pre-populating forms allows you to ensure that the information collected adheres to compliance standards. This contributes to maintaining consistency and alignment with regulatory requirements.